Relationship Manager

8 hours ago


Akola Maharashtra, India Kotak Mahindra Bank Full time

Job Category KMBL Degree Level Bachelor s Degree We are seeking a high-energy self-motivated Relationship Manager - TFE to drive quality business in the MSME segment specifically targeting Agri-related industries food processing units and manufacturing sectors The ideal candidate will be a strong team player with excellent communication skills in English Hindi and the local language and possess a deep understanding of working capital finance balance sheet analysis and property legal aspects of mortgage lending This role is field-intensive 80 field 20 office and demands strong networking negotiation and follow-up skills to ensure consistent business sourcing and customer satisfaction Responsibilities Source working capital loan facilities for Agri-related and MSME industries Ensure quality and size of business through effective lead generation and conversion Maintain a monthly disbursement pipeline with ticket sizes ranging from 2 crore to 25 crore Achieve a minimum of 3 new cases per month and meet at least 2 new leads daily Build and manage relationships with CAs financial consultants DMAs and Kotak Bank branches Collaborate with internal teams credit trade finance CMS treasury legal operations for seamless service delivery Ensure timely resolution of customer requirements and complaints Maintain strong follow-up and documentation standards Adhere to the mantra of Speed Scale and Skill in all business activities


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